WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 366 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $12,000 | -63.6% | 410 | -70.1% | 0.01% | -69.6% |
| Q1 2020 | $33,000 | -36.5% | 1,370 | 0.0% | 0.02% | -20.7% |
| Q4 2019 | $52,000 | -27.8% | 1,370 | -30.5% | 0.03% | -31.0% |
| Q3 2019 | $72,000 | -7.7% | 1,970 | -8.4% | 0.04% | -10.6% |
| Q2 2019 | $78,000 | +1.3% | 2,150 | 0.0% | 0.05% | -2.1% |
| Q1 2019 | $77,000 | -99.9% | 2,150 | +7.5% | 0.05% | +6.7% |
| Q4 2018 | $63,260,000 | -14.2% | 2,000 | 0.0% | 0.04% | +4.7% |
| Q3 2018 | $73,760,000 | +3.0% | 2,000 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $71,600,000 | +4.9% | 2,000 | 0.0% | 0.04% | +10.0% |
| Q1 2018 | $68,240,000 | +241.4% | 2,000 | +900.0% | 0.04% | +233.3% |
| Q3 2017 | $19,990,000 | +2.3% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $19,550,000 | +0.2% | 200 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $19,506,000 | -36.4% | 200 | -38.5% | 0.01% | -42.9% |
| Q4 2016 | $30,674,000 | +3.9% | 325 | 0.0% | 0.02% | +5.0% |
| Q3 2016 | $29,536,000 | +1.5% | 325 | 0.0% | 0.02% | -4.8% |
| Q2 2016 | $29,088,000 | – | 325 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Planning & Information Services, Inc. | 1,048,666 | $43,142,110 | 9.15% |
| Melone Private Wealth, LLC | 229,395 | $9,437,293 | 8.00% |
| IAG Wealth Partners, LLC | 466,556 | $19,194,105 | 5.66% |
| Linscomb & Williams, Inc. | 2,269,083 | $93,350,068 | 4.74% |
| Marion Wealth Management | 204,102 | $8,396,767 | 3.54% |
| RiverTree Advisors, LLC | 95,332 | $3,921,958 | 3.22% |
| Concord Wealth Partners | 230,481 | $9,481,988 | 2.85% |
| Private Wealth Strategies, L.L.C. | 248,166 | $10,209,361 | 2.72% |
| DB Wealth Management Group, LLC | 97,840 | $4,025,128 | 2.61% |
| Bickling Financial Services, Inc. | 99,589 | $4,097,085 | 2.56% |